Boston Family Office LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Boston Family Office LLC reported 276 stock positions worth $1.5 billion. Its top holding was Apple (AAPL) at 5.0% of the portfolio, followed by Microsoft (MSFT, 3.9%) and Amazon.com (AMZN, 3.1%). Compared with Q2 2024, it opened 18 new positions, sold out of 7, added to 70 and reduced 111. The biggest buy was Nvidia (NVDA, shares +154%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001039807
- Portfolio Value
- $1.5B (Q3 2024)
- SEC Filing
- 0001039807-24-000009 ↗ filed Nov 13, 2024
Holdings Value
Holdings 276 stocks · $1.5B
| AAPL Apple Inc. | 5.04% | 319,128 | $74.4M | Reduce -1.9% |
| MSFT Microsoft Corp. | 3.93% | 134,782 | $58.0M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 3.14% | 248,861 | $46.4M | Reduce -0.3% |
| V Visa Inc. Class A | 2.62% | 140,734 | $38.7M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 2.37% | 209,349 | $35.0M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.23% | 57,393 | $32.9M | Reduce -0.3% |
| UNP Union Pacific Corp. | 2.21% | 132,203 | $32.6M | Reduce -0.1% |
| IQV Iqvia Holdings Inc. | 2.18% | 135,958 | $32.2M | Reduce -0.1% |
| ANSS Ansys Inc. | 2.07% | 95,772 | $30.5M | Reduce -0.6% |
| AMT American Tower Corp. | 2.04% | 129,482 | $30.1M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.91% | 61,189 | $28.2M | Reduce -0.8% |
| ATR Aptargroup Inc. | 1.89% | 174,571 | $28.0M | Add +0.3% |
| SPGI S&P Global Inc. | 1.83% | 52,392 | $27.1M | Add +0.2% |
| APD Air Products & Chemicals Inc. | 1.76% | 87,335 | $26.0M | Reduce -0.3% |
| ECL Ecolab Inc. | 1.73% | 100,317 | $25.6M | Reduce -0.5% |
| CRM Salesforce Inc. | 1.70% | 91,644 | $25.1M | Add +0.7% |
| TMO Thermo Fisher Scientific Inc. | 1.70% | 40,497 | $25.1M | Add +0.7% |
| MRSH Marsh & McLennan Cos | 1.64% | 108,615 | $24.2M | Reduce -0.3% |
| NEE Nextera Energy Inc. | 1.63% | 284,800 | $24.1M | Reduce -1.4% |
| SYK Stryker Corp. | 1.55% | 63,259 | $22.9M | Add +0.3% |
| ZBRA Zebra Technologies Corp. Class A | 1.52% | 60,530 | $22.4M | Reduce -23.5% |
| ROK Rockwell Automation Inc. | 1.51% | 82,844 | $22.2M | Reduce -0.3% |
| ROP Roper Technologies Inc. | 1.45% | 38,467 | $21.4M | Reduce -1.6% |
| ADBE Adobe Inc. | 1.45% | 41,324 | $21.4M | Add +1.3% |
| NOW ServiceNow Inc. | 1.37% | 22,626 | $20.2M | Add +0.8% |
| ADP Automatic Data Processing | 1.33% | 71,072 | $19.7M | Reduce -0.3% |
| PANW Palo Alto Networks Inc. | 1.21% | 52,311 | $17.9M | Add +11.9% |
| MKC McCormick & Co.-Non VTG SHRS | 1.11% | 199,869 | $16.4M | Add +1.1% |
| CVX Chevron Corp. | 1.10% | 110,466 | $16.3M | Reduce -2.8% |
| VOO Vanguard S&P 500 ETF | 1.06% | 29,766 | $15.7M | Add +3.3% |
| NVDA Nvidia Corp. | 1.04% | 126,981 | $15.4M | Add +153.5% |
| ABBV Abbvie Inc. | 1.00% | 74,821 | $14.8M | Reduce -0.1% |
| TER Teradyne Inc. | 0.99% | 109,671 | $14.7M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.97% | 88,407 | $14.3M | Reduce -1.6% |
| IDXX Idexx Laboratories Inc. | 0.92% | 26,908 | $13.6M | Reduce -0.1% |
| NKE Nike Inc. Class B | 0.91% | 151,688 | $13.4M | Reduce -4.5% |
| ETN Eaton Corp. PLC | 0.87% | 38,566 | $12.8M | Add +4.2% |
| PG The Procter & Gamble Co. | 0.77% | 65,786 | $11.4M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 0.77% | 12,849 | $11.4M | Reduce -0.6% |
| XYL Xylem Inc. | 0.73% | 79,333 | $10.7M | Add +0.3% |
| DHR Danaher Corp. | 0.70% | 37,429 | $10.4M | Reduce -0.5% |
| PEP Pepsico Inc. | 0.69% | 59,659 | $10.1M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 0.68% | 47,614 | $10.0M | Add +2.5% |
| VTIP Vanguard Short-Term Tips | 0.68% | 202,893 | $10.0M | Add +2.5% |
| ABT Abbott Laboratories | 0.67% | 86,990 | $9.9M | Add +0.2% |
| VIG Vanguard Dividend Apprec ETF | 0.67% | 50,039 | $9.9M | Reduce -0.1% |
| SHW The Sherwin-Williams Co. | 0.65% | 25,332 | $9.7M | Reduce -1.7% |
| VXF Vanguard Extended Market ETF | 0.65% | 52,911 | $9.6M | Add +2.1% |
| EOG EOG Resources Inc. | 0.63% | 75,788 | $9.3M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 0.62% | 55,171 | $9.2M | Add +0.8% |
| HD Home Depot Inc. | 0.60% | 21,756 | $8.8M | Reduce -3.3% |
| NSRGY Nestle SA-Spons ADR | 0.57% | 83,202 | $8.4M | Reduce -1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.56% | 85,830 | $8.3M | Reduce -2.3% |
| MCD McDonald's Corp. | 0.56% | 27,064 | $8.2M | Reduce -2.2% |
| MDY State Street SPDR S&P Midcap | 0.55% | 14,180 | $8.1M | Reduce -1.6% |
| LECO Lincoln Electric Holdings | 0.51% | 38,858 | $7.5M | No change |
| PH Parker Hannifin Corp. | 0.49% | 11,442 | $7.2M | No change |
| IJR iShares Core S&P Small-Cap E | 0.49% | 61,479 | $7.2M | Reduce -0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.48% | 90,197 | $7.2M | Reduce -1.9% |
| ZTS Zoetis Inc. | 0.45% | 33,893 | $6.6M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 23,224 | $6.6M | Reduce -0.5% |
| LOW Lowe's Cos Inc. | 0.42% | 22,935 | $6.2M | Add +1.1% |
| TEL Te Connectivity PLC | 0.41% | 40,029 | $6.0M | Reduce -5.6% |
| BSV Vanguard Short-Term Bond ETF | 0.41% | 76,443 | $6.0M | Reduce -0.6% |
| MRK Merck & Co. Inc. | 0.40% | 52,039 | $5.9M | Reduce -3.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 45,729 | $5.4M | Add +2.0% |
| VRP Invesco Variable Rate Prefer | 0.36% | 216,737 | $5.3M | Reduce -2.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.36% | 44,524 | $5.3M | Add +3.0% |
| ADI Analog Devices Inc. | 0.36% | 22,861 | $5.3M | Reduce -0.6% |
| GIS General Mills Inc. | 0.34% | 67,301 | $5.0M | No change |
| HUBB Hubbell Inc. | 0.33% | 11,403 | $4.9M | No change |
| LLY Eli Lilly & Co. | 0.32% | 5,282 | $4.7M | Reduce -5.1% |
| IVV iShares Core S&P 500 ETF | 0.31% | 8,034 | $4.6M | Reduce -0.1% |
| JPST JPMorgan Ultra-Short Income | 0.31% | 91,117 | $4.6M | Reduce -7.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 9,341 | $4.6M | Reduce -0.1% |
| VGSH Vanguard Short-Term Treasury | 0.31% | 76,975 | $4.5M | Add +3.9% |
| TT Trane Technologies PLC | 0.30% | 11,342 | $4.4M | Add +3.3% |
| MOAT Vaneck Morningstar Wide Moat | 0.27% | 41,178 | $4.0M | Add +2.8% |
| BIV Vanguard Intermediate-Term B | 0.26% | 49,764 | $3.9M | Reduce -2.6% |
| IBTG iShares Ibonds Dec 2026 Term | 0.26% | 164,126 | $3.8M | Add +12.7% |
| RPM RPM International Inc. | 0.25% | 31,060 | $3.8M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.25% | 31,280 | $3.7M | Reduce -1.8% |
| VZ Verizon Communications Inc. | 0.25% | 81,489 | $3.7M | Reduce -4.0% |
| WM Waste Management Inc. | 0.25% | 17,622 | $3.7M | Reduce -0.1% |
| CLX Clorox Company | 0.25% | 22,228 | $3.6M | Reduce -3.8% |
| IBTF iShares Ibonds Dec 2025 Term | 0.24% | 152,549 | $3.6M | Reduce -4.1% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 54,046 | $3.4M | Add +0.6% |
| KO The Coca-Cola Co. | 0.23% | 46,771 | $3.4M | Reduce -1.0% |
| WELL Welltower Inc. | 0.23% | 26,217 | $3.4M | Add +1.6% |
| ITW Illinois Tool Works | 0.21% | 11,985 | $3.1M | Reduce -1.2% |
| CMCSA Comcast Corp. Class A | 0.21% | 75,073 | $3.1M | Reduce -8.8% |
| AXP American Express Co. | 0.21% | 11,430 | $3.1M | No change |
| UNH Unitedhealth Group Inc. | 0.21% | 5,191 | $3.0M | Add +3.5% |
| QCOM Qualcomm Inc. | 0.20% | 17,475 | $3.0M | Reduce -3.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.19% | 3,400 | $2.8M | Add +7.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.19% | 10,693 | $2.8M | Add +0.2% |
| CHRW C.H. Robinson Worldwide Inc. | 0.18% | 24,563 | $2.7M | No change |
| AMGN Amgen Inc. | 0.18% | 8,364 | $2.7M | Reduce -0.6% |
| NSC Norfolk Southern Corp. | 0.18% | 10,480 | $2.6M | No change |
| VEA Vanguard Ftse Developed ETF | 0.18% | 49,091 | $2.6M | Reduce -7.5% |
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -0.5% | 3.93% | −0.43 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 2.37% | −0.41 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 3.14% | −0.33 |
| CVS CVS Health Corp. | Reduce -88.4% | 0.04% | −0.31 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -23.5% | 1.52% | −0.24 |
| TER Teradyne Inc. | Reduce -0.8% | 0.99% | −0.19 |
| CVX Chevron Corp. | Reduce -2.8% | 1.10% | −0.18 |
| ANSS Ansys Inc. | Reduce -0.6% | 2.07% | −0.17 |
| ROK Rockwell Automation Inc. | Reduce -0.3% | 1.51% | −0.14 |
| ROP Roper Technologies Inc. | Reduce -1.6% | 1.45% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -3.0% | 0.40% | −0.08 |
| DIS The Walt Disney Co. | Reduce -2.3% | 0.56% | −0.07 |
| INTC Intel Corp. | Reduce -69.6% | 0.02% | −0.07 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.07 |
| IBTE iShares Ibonds Dec 2024 Term | Reduce -31.6% | 0.12% | −0.06 |
| EOG EOG Resources Inc. | Reduce -0.5% | 0.63% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -3.7% | 0.20% | −0.06 |
| NSRGY Nestle SA-Spons ADR | Reduce -1.5% | 0.57% | −0.06 |
| TEL Te Connectivity PLC | Reduce -5.6% | 0.41% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -5.1% | 0.32% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Reduce -7.0% | 0.31% | −0.04 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -23.1% | 0.14% | −0.04 |
| FDX FedEx Corp. | Reduce -3.7% | 0.16% | −0.03 |
| CATC Cambridge Bancorp | Sold out | 0.00% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 2.23% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.9% | 0.48% | −0.03 |
| VRP Invesco Variable Rate Prefer | Reduce -2.9% | 0.36% | −0.03 |
| IDXX Idexx Laboratories Inc. | Reduce -0.1% | 0.92% | −0.02 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -4.1% | 0.24% | −0.02 |
| WM Waste Management Inc. | Reduce -0.1% | 0.25% | −0.02 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.02 |
| ADI Analog Devices Inc. | Reduce -0.6% | 0.36% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -0.6% | 0.77% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -12.9% | 0.11% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -8.8% | 0.21% | −0.02 |
| CI The Cigna Group | Sold out | 0.00% | −0.02 |
| TFLO iShares Treasury Floating Ra | Reduce -11.3% | 0.10% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.6% | 0.41% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.02 |
| VXUS Vanguard Total Intl Stock | Reduce -11.6% | 0.14% | −0.02 |
| MOTI Vaneck Mstar Int Moat ETF | Sold out | 0.00% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 0.77% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -1.8% | 0.25% | −0.02 |
| APH Amphenol Corp. Class A | Reduce -8.4% | 0.08% | −0.02 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 0.31% | −0.01 |
| WY Weyerhaeuser Co. | Reduce -26.3% | 0.07% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -0.3% | 1.64% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -7.5% | 0.18% | −0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -2.6% | 0.26% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Add +153.5% | 1.04% | +0.60 |
| ZTS Zoetis Inc. | New | 0.45% | +0.45 |
| SPGI S&P Global Inc. | Add +0.2% | 1.83% | +0.15 |
| ATR Aptargroup Inc. | Add +0.3% | 1.89% | +0.13 |
| MKC McCormick & Co.-Non VTG SHRS | Add +1.1% | 1.11% | +0.10 |
| NOW ServiceNow Inc. | Add +0.8% | 1.37% | +0.10 |
| TMO Thermo Fisher Scientific Inc. | Add +0.7% | 1.70% | +0.09 |
| PANW Palo Alto Networks Inc. | Add +11.9% | 1.21% | +0.07 |
| LOW Lowe's Cos Inc. | Add +1.1% | 0.42% | +0.06 |
| EFA iShares MSCI Eafe ETF | New | 0.05% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +48.0% | 0.09% | +0.05 |
| IBTH iShares Ibonds Dec 2027 Term | Add +38.3% | 0.15% | +0.04 |
| TT Trane Technologies PLC | Add +3.3% | 0.30% | +0.04 |
| FBND Fidelity Total Bond ETF | New | 0.04% | +0.04 |
| XLE SS Energy Select Sector | Add +263.5% | 0.05% | +0.04 |
| WELL Welltower Inc. | Add +1.6% | 0.23% | +0.03 |
| EBC Eastern Bankshares Inc. | New | 0.03% | +0.03 |
| ETN Eaton Corp. PLC | Add +4.2% | 0.87% | +0.03 |
| AEM Agnico Eagle Mines Ltd. | New | 0.03% | +0.03 |
| JMUB JPMorgan Municipal ETF | New | 0.02% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +3.3% | 1.06% | +0.02 |
| TRV The Travelers Cos Inc. | New | 0.02% | +0.02 |
| VXF Vanguard Extended Market ETF | Add +2.1% | 0.65% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +3.5% | 0.21% | +0.02 |
| ABT Abbott Laboratories | Add +0.2% | 0.67% | +0.02 |
| BND Vanguard Total Bond Market | Add +21.5% | 0.13% | +0.02 |
| MOAT Vaneck Morningstar Wide Moat | Add +2.8% | 0.27% | +0.02 |
| AM Antero Midstream Corp. | Add +133.3% | 0.04% | +0.02 |
| META Meta Platforms Inc. Class A | Add +24.7% | 0.08% | +0.02 |
| RTX RTX Corp. | Add +18.6% | 0.08% | +0.02 |
| IBTG iShares Ibonds Dec 2026 Term | Add +12.7% | 0.26% | +0.02 |
| AZO AutoZone Inc. | New | 0.02% | +0.02 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | New | 0.02% | +0.02 |
| SWK Stanley Black & Decker Inc. | New | 0.02% | +0.02 |
| HIG Hartford Insurance Group Inc. | New | 0.02% | +0.02 |
| CARR Carrier Global Corp. | New | 0.02% | +0.02 |
| D Dominion Energy Inc. | New | 0.01% | +0.01 |
| SHV iShares 0-1 Year Treasury Bo | Add +91.5% | 0.03% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +70.0% | 0.04% | +0.01 |
| MPWR Monolithic Power Systems Inc. | New | 0.01% | +0.01 |
| SSNC Ss&c Technologies Holdings | New | 0.01% | +0.01 |
| CWT California Water Service Grp | New | 0.01% | +0.01 |
| TLH iShares 10-20 Year Treasury | New | 0.01% | +0.01 |
| RPM RPM International Inc. | Add +0.1% | 0.25% | +0.01 |
| CRM Salesforce Inc. | Add +0.7% | 1.70% | +0.01 |
| DE Deere & Co. | Add +42.4% | 0.03% | +0.01 |
| MA Mastercard Inc. Class A | Add +18.5% | 0.05% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +1.0% | 0.11% | +0.01 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +12.5% | 0.11% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 314 | $1.6B | AAPL, VOO, GOOG, AMZN, MSFT |
| Q1 2026 | 310 | $1.5B | AAPL, GOOG, AMZN, MSFT, VOO |
| Q4 2025 | 310 | $1.6B | AAPL, MSFT, GOOG, AMZN, V |
| Q3 2025 | 296 | $1.6B | AAPL, MSFT, AMZN, GOOG, V |
| Q2 2025 | 285 | $1.5B | MSFT, AAPL, AMZN, V, GOOG |
| Q1 2025 | 280 | $1.4B | AAPL, MSFT, V, AMZN, GOOG |
| Q4 2024 | 274 | $1.5B | AAPL, MSFT, AMZN, V, GOOG |
| Q3 2024 | 276 | $1.5B | AAPL, MSFT, AMZN, V, GOOG |
| Q2 2024 | 265 | $1.4B | AAPL, MSFT, AMZN, GOOG, V |
| Q1 2024 | 264 | $1.4B | MSFT, AAPL, AMZN, V, SPY |